In the wake of the economic downturn that pummeled markets and investor accounts, one would think financial advisers would have learned that forging and maintaining extensive contact with their clients is critical to keeping and finding new business.

Americans appear hesitant to tie up their money, even though inflation is easily outstripping the paltry interest rates paid by their liquid accounts.

NEW YORK — UBS Wealth Management Americas plans to increase its U.S. financial adviser headcount by about 150 this year after accounting for attrition, the company confirmed late Friday.

Low unemployment and the promise of millions of new jobs have some in the industry seeing a chance to increase membership and lending in the Lone Star State.

The Federal Housing Finance Agency in recent years has required Fannie Mae and Freddie Mac to contribute to the funds every March, but has yet to make a 2019 request. Housing groups see the delay as a troubling sign.

University Bancorp gained a number of offices from Huron Valley Financial. It also hired lenders and staff with experience in reverse mortgages and wholesale lending.

A combination of higher organic loan growth and fee-based revenue streams powered top-performing banks in 2021.

Though a handful of banks have adopted overdraft fee reforms, a great many consumers still need the protection that legislation targeting abusive practices would provide, writes a staff attorney for the National Consumer Law Center.

It's a mistake to assume that potential customers recall long-ago sales interactions. You must refresh their memories.